Position in PECO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,780,195
+$78,390 QoQ
Shares Held
42,773
-5.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#137
of 441 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026AE Wealth Management LLC holds $6,319,305 across 7 REIT - Retail names. PECO ranks #1 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
This page
|
42,773 | $1,780,195 | |
| 2 | O |
Realty Income Corp
|
21,611 | $1,339,008 | |
| 3 | SPG |
Simon Property Group Inc.
|
5,670 | $1,268,077 | |
| 4 | KIM |
Kimco Realty Corp
|
25,401 | $643,913 | |
| 5 | KRG |
Kite Realty Group Trust
|
21,764 | $617,660 | |
| 6 | MAC |
Macerich Co
|
16,664 | $419,754 | |
| 7 | REG |
Regency Centers Corp
|
3,144 | $250,698 |
All Filings in PECO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,780,195 | 42,773 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,701,805 | 45,479 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,861,792 | 52,342 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,563,035 | 45,530 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,277,605 | 36,472 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,455,537 | 39,889 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,636,504 | 43,687 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,458,163 | 38,668 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,320,395 | 40,367 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,198,162 | 33,403 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,394,965 | 312,362 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,176,970 | 333,243 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,246,799 | 300,669 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $10,546,600 | 323,317 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $10,340,899 | 324,777 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,833,674 | 314,926 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $11,222,151 | 335,892 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||